Chauncey Rose Equipment Endowment Fund
Chauncey Rose Equipment Endowment Fund is a private foundation, based in Terre Haute, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 1 grant totaling $203K. Net investment income was $226K.
Key facts about Chauncey Rose Equipment Endowment Fund
In short: Chauncey Rose Equipment Endowment Fund gave $203K across 1 grant in 2025 (avg $203K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6564708
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $202,991
- Grants made (2025)
- 1
- Average grant
- $202,991
- Median grant
- $202,991
- Total assets
- $3,523,217
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.5M
+0.5% YoY
Annual Giving
$203K
+8.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$203K
+8.4% YoY
Under IRS private-foundation payout rules, Chauncey Rose Equipment Endowment Fund reported a distributable amount of $216K for 2025 — the minimum it must pay out in qualifying distributions.
How Chauncey Rose Equipment Endowment Fund gives
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $47K (2021) to $392K (2022). In 2025 it made 1 grant totaling $203K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Rose Hulman Institute of Technology ($203K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rose Hulman Institute of Technology Terre Haute, IN | Purchase Academic Equipment | $202,991 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,523,217 | $3,506,048 | $3,504,536 |
| Revenue | $245,923 | $209,924 | $141,733 |
| Expenses | $228,754 | $208,412 | $227,872 |
| Qualifying Distributions | $205,228 | $189,427 | $203,107 |
| Net Investment Income | $225,905 | $189,066 | $124,213 |
| Distributable Amount | $216,431 | $202,991 | $187,227 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 28, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 28, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Chauncey Rose Equipment Endowment Fund's only listed officer is First Financial Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
First Financial Bank NA
Trustee
On filings since 2020
2 hrs/week
$18K (2020) → $22K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $22K, to First Financial Bank NA (Trustee).
Frequently asked questions about Chauncey Rose Equipment Endowment Fund
How much does Chauncey Rose Equipment Endowment Fund give each year?
Chauncey Rose Equipment Endowment Fund gave $203K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $187K across 1 grant.
How large is Chauncey Rose Equipment Endowment Fund?
Chauncey Rose Equipment Endowment Fund reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $205K in qualifying distributions that year, against a required minimum of $216K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Chauncey Rose Equipment Endowment Fund operate?
Chauncey Rose Equipment Endowment Fund has awarded grants in Indiana.
What is Chauncey Rose Equipment Endowment Fund's EIN?
Chauncey Rose Equipment Endowment Fund's EIN (Employer Identification Number) is 35-6564708. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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